🦊/Companies

Tackle AI

Schaumburg, US · Founded 2017 · Illinois LLC · 1 known investors

Find your way into Tackle AI

Machine learning platform for enterprise document workflows

Also known as Tackle Ai · TackleAI

Founders & leadership

Tackle AI was founded in 2017 by Sergio Suarez Jr. and Sergio Suarez.

SS
Sergio Suarez Jr.Co-founder
SS
Sergio SuarezCo-founder
JR
Joe R StecherExecutive

Board

JV
JOSEPH VAN HECKEBoard director
JM
JASON MERCERBoard director

Investors · 1

Reported raises · per SEC filings

Form D private placements

$13.1M disclosed across 6 of 8 rounds · 2020–2025

$3.7MraisedDec 2025 · 57 investors · Other Technology
Rule 506(b)
Officers, directors & promoters on the filing
  • JOSEPH VAN HECKEDirector
  • SERGIO SUAREZ JR.Executive Officer, Director, Promoter
Offering amount
$5M
Amount sold
$3.7M
Minimum investment
$5K
First sale
Nov 2024
Incorporated
Limited Liability Company, Illinois
Federal exemptions
06b
Full filing on SEC EDGAR ↗
$6.1MraisedJul 2024 · 15 investors · Other Technology
Rule 506(b)
Officers, directors & promoters on the filing
  • JOSEPH VAN HECKEDirector
  • JOE STECHERPromoter
  • Sergio Suarez Jr.Executive Officer, Director, Promoter
  • JASON MERCERDirector
Offering amount
$6.5M
Amount sold
$6.1M
Minimum investment
$20K
First sale
Dec 2022
Incorporated
Limited Liability Company, Illinois
Federal exemptions
06b
Full filing on SEC EDGAR ↗
$500KraisedFeb 2023 · 1 investors · Other Technology
Rule 506(b)
Officers, directors & promoters on the filing
  • JOSEPH VAN HECKEDirector
  • JOE STECHERPromoter
  • SERGIO SUAREZ JR.Executive Officer, Director, Promoter
Offering amount
$500K
Amount sold
$500K
Minimum investment
$100K
First sale
Jun 2022
Incorporated
Limited Liability Company, Illinois
Federal exemptions
06b
Full filing on SEC EDGAR ↗
$1MraisedFeb 2023 · 3 investors · Other Technology
Rule 506(b)
Officers, directors & promoters on the filing
  • JOE STECHERPromoter
  • SERGIO SUAREZ JR.Executive Officer, Director, Promoter
  • JOSEPH VAN HECKEDirector
Offering amount
$1M
Amount sold
$1M
Minimum investment
$100K
First sale
Jun 2022
Incorporated
Limited Liability Company, Illinois
Federal exemptions
06b
Full filing on SEC EDGAR ↗
$190KraisedAug 2021 · 8 investors · Other Technology
Rule 506(c)
Officers, directors & promoters on the filing
  • Suarez SuarezExecutive Officer
  • Joe R StecherExecutive Officer
Offering amount
$3M
Amount sold
$190K
Minimum investment
$15K
Sales commissions
$40K
Proceeds to insiders
$17.5K
Placement agents
Rainmaker Securities, LLC, Rainmaker Securities, LLC
First sale
Jul 2021
Incorporated
Limited Liability Company, Illinois, 2017
Federal exemptions
06c
Full filing on SEC EDGAR ↗
$1.6MraisedSep 2020 · 2 investors · Other Technology
Rule 506(b)
Officers, directors & promoters on the filing
  • Sergio SuarezExecutive Officer
  • Joe R StecherExecutive Officer
Offering amount
$1.6M
Amount sold
$1.6M
Minimum investment
$125K
Proceeds to insiders
$150K
Placement agents
Rainmaker Securities, LLC, Rainmaker Securities, LLC
First sale
Mar 2020
Incorporated
Limited Liability Company, Illinois, 2017
Federal exemptions
06b, 4a5
Full filing on SEC EDGAR ↗

Source: SEC EDGAR Form D. Amounts as filed; amended filings shown once at their latest values.

Company profile

researched Aug 2026

TackleAI is a software company that applies proprietary machine learning models to unstructured documents, dynamically finding, analyzing and organizing data contained in text, images, scans, emails and media without requiring per-document pre-training. The platform is positioned for document-heavy workflows in healthcare, legal, finance and defense, where it extracts fields such as diagnoses, procedures, providers, patients, ordering physicians and laboratory details and can push results into downstream systems including electronic health records.

The company organizes its offering into three products that operate as a single pipeline. TackleVision handles extraction and redaction, covering tables, handwriting, stamps, signatures and images, autonomous PII/PHI redaction for large productions and breach response, and de-duplication across productions. Medical Record Review converts records, billing, explanations of benefits and pharmacy data into searchable chronologies and treatment timelines, flags missing or inconsistent records, and supports mass tort and MDL work such as claimant screening, bellwether support and case stratification. Denial Recovery, powered by RecoveryIQ, reconciles claims against records, authorizations, policies and remittances to surface medical-necessity denials, underpayments and fee schedule discrepancies, and generates recovery packages containing demand letters, recovery math and policy citations. Every output is linked back to its source page for auditability.

Founding story

Sergio Suarez Jr. describes starting the company to address the share of enterprise information locked in unstructured documents across healthcare, business, legal, finance and military settings, citing Gartner's estimate that white-collar workers spend 30 to 40 percent of their time managing such data, and building an AI network intended to read documents the way people do at far lower cost.

Business model

B2B software sold to enterprises, described by an investor profile as B2B SaaS at the seed stage. The company sells largely turn-key, low-customization deployments that require little servicing, while also building custom solutions for certain clients such as U.S. Air Force work.

Enterprise software licensing/subscription (B2B SaaS), with custom build engagements for some government clients.

Traction

Company-reported figures include more than 400 million medical documents processed, sub-second data extraction from complex pages and over 99% precision. Third-party profiles list 41 employees (another lists a range of 11-50). Customer engagements cited include Vanderbilt University, where the platform reads and confirms the accuracy of scores on completed MOCA tests, and an HR automation project with the Virginia National Guard's 192d Wing estimated to save more than 150,000 man hours annually. In one healthcare workflow the company reports reducing processing time from 48 hours to under a second at a sub-one-percent error rate.

Latest developments

A December 2025 filing reported $3.73m raised out of a $5m offering. The current product line spans TackleVision extraction and redaction, Medical Record Review chronologies for litigation, and Denial Recovery powered by RecoveryIQ.

Full profile — market position, technology, go-to-market, geography, history

Market position

Positions itself as a specialist in documents that conventional OCR and generic AI wrappers cannot handle, competing in the intelligent document processing segment alongside companies such as LandingAI, Inpleo, SearchDoc and ExB. It was named by CIO Applications Magazine among its Top 10 Artificial Intelligence Solution Companies for 2021.

Documents do not need to be pre-trained before processing; the models are built entirely in-house in the United States without third-party or cloud dependencies; processing runs locally in a controlled environment; and every extraction or finding is traceable to its source page for defensibility. The Denial Recovery product is described as reconciling the payer's underlying calculations rather than only reading payer summaries.

Technology

A fully proprietary, U.S.-built platform combining a proprietary mathematical algorithm layer with deep machine learning and custom AI layers, including multiple in-house neural networks used together in TackleVision. All development is done internally rather than outsourced. The system does not depend on third-party or cloud components and runs locally within the company's secure environment, with deployment options for strict requirements. The company reports independently audited HIPAA and SOC 2 compliance, sub-second extraction from complex pages and over 99% extraction precision, and states it has processed more than 400 million medical documents over more than nine years of training on medical documents.

Go-to-market

Direct enterprise sales supported by live demonstrations run on prospects' own documents, partnerships with government and military units, and visibility through industry recognition and trade press.

Enterprises and institutions with large volumes of complex documents, with emphasis on healthcare providers and payers, law firms handling medical record review and mass tort/MDL matters, plus finance, defense and government customers. Named or described customers include the U.S. Department of Defense (custom Air Force solutions), the 192d Wing of the Virginia National Guard and Vanderbilt University.

Geography

Headquartered at 475 North Martingale Road, Suite 1050, Schaumburg, Illinois, United States, with development staff described as based in the Chicago area.

History

TackleAI has operated since 2017 from Schaumburg, Illinois. It raised a $1.725m seed round announced in November 2020, at which point Joe Stecher was co-founder and CEO and Sergio Suarez Jr. co-founder and CTO. Around 2021 it launched TackleVision for large-scale unstructured document extraction and was recognized by CIO Applications Magazine. Leadership listings later show Sergio Suarez Jr. as CEO, with Eric Ginder as CTO, Lizz Suarez as CMO, Veronica Aguilar as COO and Joe Van Hecke as CFO. In December 2025 a further seed raise of $3.73m from a $5m offering was reported.

Compiled by commissioned research from 8 cited public sources — announcements, filings, and press listed under research sources below.

Key figures

latest reported
Data extraction precisionJan 202699%+
Employee rangeJan 202611-50
EmployeesJan 202641 people
Estimated annual man hours saved for Virginia National Guard 192d WingNov 2020150,000 hours per year
Medical documents processedJan 2026400,000,000 documents
Time to extract data from a complex pageJan 2026<1 second
Workflow time reduction (healthcare document processing)Jan 202148 hours to under 1 second, sub-1% error rate
Years training AI on medical documentsJan 20269 years

Company-reported or press-reported figures, each dated to when it was claimed — not independently audited.

Non-dilutive funding · 2 SBIR/STTR awards

Federal grants — no equity taken
AgencyPhaseYearAmount
U.S. Air ForceAir ForcePhase II2020$1.3M
U.S. Air ForceAir ForcePhase I2020$50K

Source: SBIR.gov award data (U.S. Small Business Administration). SBIR/STTR awards are competitive federal R&D grants and contracts — non-dilutive capital alongside any venture rounds above.

Timeline · 5

launches, deals, and filings
Dec 2025
Reported $3.73m raised from a $5m seed offering

An initial filing reported $3.73m raised out of a $5m offering, classified as a seed round.

$3.7M source ↗

Jan 2021
Named to CIO Applications Top 10 Artificial Intelligence Solution Companies 2021

source ↗

Jan 2021
Launch of Tackle Vision

Product for rapidly extracting deconstructed data from large volumes of unstructured documents, used together with the company's other proprietary neural networks.

source ↗

Nov 2020
Tackle Ai announces $1.725m seed round

The company announced a $1,725,000 seed round to expand its AI platform's core capabilities and grow development, marketing and operations teams.

$1.7M source ↗

Nov 2020
HR Smart Weapon project with 192d Wing, Virginia National Guard

Partnership to automate HR workflows, estimated to save the client over 150,000 man hours annually.

source ↗

Dated company events from announcements, filings, and press; legal rows summarize public dockets and regulator releases.

Legal entities · 1

corporate structure
Tackle AIIllinois

In the news

Research sources · 8

primary sources listed

8 public sources were cited for this profile; the first-party ones are listed here.

Frequently asked questions

What does Tackle AI do?
TackleAI builds proprietary AI software that extracts and structures data from unstructured medical, legal and claims documents.
Who founded Tackle AI?
Tackle AI was founded by Sergio Suarez Jr., Sergio Suarez in 2017.
Who are Tackle AI's investors?
Tackle AI's investors include Cleveland Avenue.
How much funding has Tackle AI raised?
Tackle AI has disclosed $13.1M raised across 6 of its 8 known rounds.
Where is Tackle AI headquartered?
Tackle AI is headquartered in Schaumburg, US.